IFG

Investors Financial Group Portfolio holdings

AUM $215M
1-Year Est. Return 19.7%
This Quarter Est. Return
1 Year Est. Return
+19.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.16M
3
+$972K
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$753K
5
COIN icon
Coinbase
COIN
+$631K

Top Sells

1
+$2.54M
2
+$1.64M
3
+$905K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$758K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$408K

Sector Composition

1 Industrials 12.39%
2 Technology 10.46%
3 Healthcare 6.34%
4 Financials 5.01%
5 Materials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$697K 0.37%
9,685
+199
77
$684K 0.37%
34,030
+4,540
78
$667K 0.36%
2,735
+1
79
$650K 0.35%
3,157
+1
80
$631K 0.34%
+2,491
81
$629K 0.34%
32,000
82
$622K 0.33%
1,553
+42
83
$608K 0.33%
5,435
-121
84
$606K 0.33%
13,373
-2,745
85
$591K 0.32%
10,530
-297
86
$588K 0.32%
7,786
+99
87
$586K 0.31%
2,603
+453
88
$585K 0.31%
8,719
+2,214
89
$580K 0.31%
8,603
+2,930
90
$572K 0.31%
26,305
-1,752
91
$569K 0.31%
7,605
+3,279
92
$562K 0.3%
7,422
+409
93
$550K 0.3%
2,525
+471
94
$549K 0.29%
10,530
+3,430
95
$547K 0.29%
10,312
+348
96
$534K 0.29%
+65,150
97
$521K 0.28%
6,100
-300
98
$521K 0.28%
2,196
+44
99
$516K 0.28%
2,234
+1
100
$499K 0.27%
8,764
+46
2 3
4
5 6